PSA Today 23 May: Bargain hunting resumes / Sony's new phone / Views on Asian chip sector / Maruti Suzuki's position deteriorating – Nikkei 225 +0.69%
Japan Market Comment by Pelham Smithers and Julie BooteTags: Money Forward (3994 JT), Raccoon Holdings (3031 JT), Giftee (4449 JT), M3 Inc (2413 JT), Nidec (6594 JT), Murata (6981 JT), Sysmex (6869 JT), Shiseido (4911 JT), Kao (4452 JT), Tokio Marine (8766 JT), CyberAgent (4751 JT), Sony (6758 JT), Apple (AAPL US), Huawei, LG Electronics (066570 KS), Samsung Electronics (005930 KS), Google (GOOG US), Qualcomm (QCOM), Renesas (6723 JT), Micron (MU US), Tokyo Electron (8035 JT), Applied Materials (AMAT US), Nvidia (NVDA US), Torex Semiconductor (6616 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Tata Motors (TTMT IN), Kia Corp (000270 KS), Stellantis (STLA US)
Main Points
• Tokyo starts week on positive note as bargain hunting resumes
• Sony, again, goes after photo / video production market with new phone
• Echoes of Asian chip sector sentiment in 2021 as broker calls the US semiconductor sector “uninvestable”
• Maruti Suzuki’s deteriorating position in India
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.